A Calgary-based firm offering global discretionary investment management to private individuals, foundations, and family trusts. Our pride of ownership is evident through our passion for investing and our dedication to providing key assurances: Direction. Confidence. Independence.Among other areas, focusing on talent acquisition, HR, compliance (FINRA, IIROC/CIRO, Chief AFR, Cybersecurity), vendor and contract management, expense reduction / operational efficiency, and group benefits administration.

Specialized transportation services - bulk solids and fluids hauling. Led the firm’s business operations including full P&L responsibility, fleet management, asset acquisition and disposal, HR, HSE, compliance, and financial/budget management from inception to owners’ exit.

Boutique consulting firm providing Indigenous engagement and community planning services. Led the firm’s operations - HR, facility, vendor and client, and financial management. Led and managed the firm’s expansion including a doubling in facility size and personnel.

Together with Fehr Quality Contracting Inc. and 101279740 Saskatchewan Ltd., operating companies providing specialized services and equipment to the energy, environmental, and construction sectors.Established business plan and growth strategy. Took responsibility for building and leading the management team as well as establishing and cultivating customer and supplier relationships. Oversaw all aspects of operations management, business development, strategy, and financial management.Significant Achievements: - Drove yearly revenue growth twenty-fold in eight years through organic growth and M&As; achieved corresponding EBITDA growth.- Negotiated and secured credit – over $12 million in new term and revolving facilities.- Initiated, negotiated, and completed mergers and acquisitions and managed the creation of new operating companies in support of the corporate strategy.- Transformed the business by instituting fleet support departments (parts, service, and maintenance), standardizing training, and deploying COR-certified health and safety management systems.- Improved operational efficiency by deploying new procurement, payroll, and accounting systems.- Managed a twenty-fold personnel and fleet growth during expansion from a local, single-site venture to multi-provincial operations with 130+ employees and a fleet of 100+ commercial vehicles.- Designed and implemented cost-reduction measures and guided the companies’ activities during three years of financial restructuring due to sector downturn.- Spearheaded the deployment of vendor and subcontractor management systems.- Forged partnerships with industry peers in support of strategic growth and market penetration plans.

Managed the software development of the Merak suite of economic evaluation, planning, risk, and reservoir optimization applications.Significant Achievements: - Successfully project-managed the complete development process of the Merak suite of software applications over multiple major and minor commercial release cycles. Led international, cross-functional teams in delivering on target and on budget.- Program-managed a critical phase of a multi-year, multi-million dollar global IT system that standardized and simplified the planning and economics processes for a Holland-based major producer.- Coordinated and executed on-time, on-scope, and on-budget custom software development projects based on Merak applications for a Brunei-based producer. - Directed the development and deployment of the first commercial web-based emergency response planning tool for the oil and gas industry in Western Canada.- Built and effectively directed cross-functional, multi-discipline, geographically-distributed teams located across multiple time zones. - Conceptualized and executed software integration projects linking economic valuation to seismic simulation applications.